Financial Living Blog

Navigating 529 Plan Rules for Grandparents

Sep 5, 2019 10:24:09 AM

They say it takes a village to raise a child. With the rising cost of college, students can use all the help they can get. And grandparents are stepping up.

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Make Hiring a Financial Adviser Easier

Aug 29, 2019 10:07:05 AM

Hiring a financial adviser is a good way to boost your chances of achieving your financial goals. Studies have shown that people who work with an adviser save more and feel more confident in their financial futures than those flying solo. Yet many people still hesitate to take this important step.

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How Much Should You Set Aside to Retire from AT&T?

Aug 22, 2019 8:48:35 AM

If all goes according to plan. Those are the rose-colored words people commonly say when they think they’ve got retirement fully covered. If all goes according to plan, I’m all set for retirement. They are often spoken by people who expect to retire with a sizeable pension or some kind of financial windfall, such as from selling a business.

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Choosing the Right Federal Thrift Savings Plan Investments

Aug 14, 2019 12:53:16 PM

From postal workers to VA doctors, we’ve had the pleasure to work with many federal government employees. An important factor in their financial success is choosing the right investments in the federal Thrift Savings Plan (TSP).

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Ways You May Not Know a Financial Adviser Can Help

Aug 7, 2019 10:11:21 AM

Humans are curious by nature. Yet there’s much we fail to know about even the most common things in our lives that could really help us.

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Market Commentary: A More Challenging Environment, but Positive Signs Remain

Aug 1, 2019 10:38:57 AM

Advance Capital Management’s president and chief investment officer, Christopher Kostiz, provides his key economic and market insights from the most recent quarter.

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Why AT&T Retirees and Employees Should Avoid Annuities

Jul 25, 2019 8:44:56 AM

A steak dinner and guaranteed money for life. Who could say no? As AT&T employees near retirement age, they are often invited to seminars – dinner included! – to learn about something that can supposedly allay all their retirement fears. That something is annuities.

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Behavioral Tricks to Make Smarter Financial Decisions

Jul 18, 2019 9:32:45 AM

You have the freedom to design your financial future. But, you’re not free from the human tendencies that can trip you up along the way.

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Should You Elect a FERS Survivor Benefit?

Jul 10, 2019 10:56:19 AM

From postal workers to VA doctors, we’ve had the pleasure to work with many federal government employees. A common question we’re asked: How can I make sure my spouse is financially provided for? In this article we take a closer look at the FERS Survivor Benefit options.

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How Often Should You Check Your Investment Portfolio?

Jul 3, 2019 8:00:00 AM

Classic 20th-century mystery writer Patricia Wentworth said, “Too much information can be just as disconcerting as too little.” Today, with smartphones and tablets, you have an endless sea of information literally at our fingertips. As it pertains to your investments, instant access to all that information can do more harm than good.

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